Cascade Financial Partners’s iShares Russell 2000 ETF IWM Stock Holding History

Cascade Financial Partners’s Portfolio IWM Stock Details IWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$799K	Buy	3,220 +85	+3%	+$21.9K	0.08%	132
2025 Q4	$772K	Buy	3,135 +293	+10%	+$72K	0.08%	135
2025 Q3	$688K	Sell	2,842 -2,330	-45%	-$535K	0.08%	144
2025 Q2	$1.12M	Sell	5,172 -781	-13%	-$157K	0.13%	102
2025 Q1	$1.19M	Buy	5,953 +2,724	+84%	+$591K	0.15%	101
2024 Q4	$713K	Buy	3,229 +217	+7%	+$49.5K	0.09%	123
2024 Q3	$666K	Sell	3,012 -200	-6%	-$42.8K	0.08%	128
2024 Q2	$652K	Sell	3,212 -29	-0.9%	-$5.86K	0.09%	124
2024 Q1	$644K	Buy	+3,241	New	+$647K	0.09%	124

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Cascade Financial Partners's IWM Position: Q1 2026 in Review

Cascade Financial Partners increased its iShares Russell 2000 ETF (IWM) stake by 2.7% in Q1 2026, buying an estimated $21.9K and bringing the position to 3,220 shares worth $799K. The position accounts for 0.08% of the portfolio, ranked #132.

Cascade Financial Partners first reported a position in IWM in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.19M in Q1 2025. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Cascade Financial Partners held 3,220 shares of iShares Russell 2000 ETF worth $799K as of Q1 2026.
Cascade Financial Partners bought 85 iShares Russell 2000 ETF shares in Q1 2026, an estimated $21.9K.
iShares Russell 2000 ETF made up 0.08% of Cascade Financial Partners's portfolio in Q1 2026, its #132 holding.
Cascade Financial Partners first reported a position in iShares Russell 2000 ETF in Q1 2024 and has held it in 9 quarters since.
Cascade Financial Partners's iShares Russell 2000 ETF position peaked at $1.19M in Q1 2025.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on Cascade Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.